2024-10-25T11:38:25-05:00 2023-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CENTER SUITE 700 WESTCHESTER IL 60154 990 2023-01-01 363192254 SHEET METAL WORKER LOCAL 219 EMPLOYEE BENEFIT FUND SHEE 8152261764 3316 PUBLISHERS DR ROCKFORD IL 61109 JOSEPH COOK TRUSTEE 8152261764 2024-10-25 1 0 BRANDON WOLBER P01460460 3123680500 2024-10-25 2023 2024-10-15 13:58:12Z JOSEPH COOK 3316 PUBLISHERS DR ROCKFORD IL 61109 10266015 0 X N/A X 1982 IL PROVIDE HEALTH BENEFITS 6 0 17 0 0 0 0 0 7538426 8469081 499906 310249 4205 2358 8042537 8781688 0 0 6767042 6457739 0 0 0 0 0 325607 410817 7092649 6868556 949888 1913132 9400660 11814311 143941 56568 9256719 11757743 PROVIDE HEALTH BENEFITS 0 0 TO PROVIDE HEALTH CARE, PRESCRIPTION DRUG AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND/OR THEIR DEPENDENTS IN ACCORDANCE WITH THE PLAN DOCUMENT AND SCHEDULE OF BENEFITS. 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 5 0 1 17 1 0 0 0 0 0 0 0 0 0 0 X 6 0 0 1 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 X JOSEPH COOK 8152261764 3316 PUBLISHERS DRIVE ROCKFORD IL 61109 JOSEPH COOK CHAIRMAN 2.00 45.00 X 0 172002 127607 TODD WHITLOCK LABOR TRUSTEE 2.00 45.00 X 0 164964 125976 ERIK WINTLEND SECRETARY - NEW 2.00 X 0 0 0 CHRIS ALBRECHT LABOR TRUSTEE 2.00 5.00 X 0 2500 0 BRUCE MIDDLETON SECRETARY - PAST 1.00 X 0 0 0 KEVIN RAUCH EMPLOYER TRUSTEE 1.00 X 0 0 0 DUANE ZOVITOWSKI TRUSTEE 1.00 X 0 0 0 0 339466 253583 0 0 1 0 NORTHERN ILLINOIS HEALTH PLAN 773 W LINCOLN BLVD FREEPORT IL 61032 THIRD PARTY ADMINISTRATOR 237648 1 EMPLOYER CONTRIBUTIONS 900099 8153763 8153763 PARTICIPANT CONTRIBUTIONS 900099 238639 238639 PRESCRIPTION REBATES 900099 76679 76679 8469081 338219 338219 1456357 1484327 -27970 -27970 -27970 OTHER INCOME 900099 2358 2358 2358 8781688 8469081 0 312607 6457739 237648 3584 31740 12000 37300 28726 1098 6220 6981 REIMBURSED SHARED ADMIN 33276 BANK FEES 6240 DUES AND SUBSCRIPTIONS 3414 FEES MANDATED BY THE AC 2590 6868556 1406601 1074272 296232 1039950 766568 722834 24058 21849 31100 22290 15030 8810 6892171 8946596 9400660 11814311 4120 3412 55529 50001 84292 3155 143941 56568 X 0 0 0 0 9256719 11757743 9256719 11757743 9400660 11814311 1913132 587892 0 X 0 1 X 1 0 0 1 X 31100 22290 8810 8810 RECIPROCAL CONTRIBUTIONS PAYABLE 3155 3155 X 9280901 587892 587892 8693009 12000 76679 88679 8781688 6779877 0 6779877 12000 76679 88679 6868556 PART IV, LINE 2B: THE PLAN SERVES AS A CONDUIT TO COLLECT REMITTANCES ON BEHALF OF AFFILIATED BENEFIT FUNDS AND ORGANIZATIONS. SUCH REMITTANCES ARE INITIALLY RECEIVED THROUGH A CLEARING ACCOUNT HELD BY THE PLAN. AMOUNTS REMAIN IN THE ACCOUNT UNTIL DISBURSEMENT TO THE AFFILIATED ENTITY IS MADE. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: PRESCRIPTION REBATES GROSS UP 76,679. PART XII, LINE 4B - OTHER ADJUSTMENTS: PRESCRIPTION REBATES GROSS UP 76,679. 0 0 0 JOSEPH COOK CHAIRMAN 0 168861 0 0 0 3141 0 97341 0 30266 0 299609 0 0 TODD WHITLOCK LABOR TRUSTEE 0 163969 0 0 0 995 0 95710 0 30266 0 290940 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE FUND HAS AN AGREEMENT WITH NORTHERN ILLINOIS HEALTH PLAN TO PERFORM CERTAIN THIRD PARTY ADMINISTRATIVE DUTIES. THE TPA AGREES TO PROVIDE BENEFITS TO OR ON BEHALF OF PARTICIPANTS IN THE PLAN SPONSOR'S MEDICAL, DENTAL, VISION, AND DISABILITY BENEFITS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE CHAIRMAN OF THE BOARD FOR REVIEW AND APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C PLAN TRUSTEES ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY AT LEAST ANNUALLY FOR REVIEW WHICH IS EXPRESSLY DOCUMENTED IN THE PLAN'S MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE HEALTH AND WELFARE FUND MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. INTL ASSOC OF SHEET METAL AIR RAIL AND TRANSPORTATION LCL 219 3316 PUBLISHERS DR ROCKFORD IL 61109 361764275 LABOR UNION IL 501(C)(5) NOT APPLICABLE NOT APPLICABLE 0 SMACNA OF NORTHERN ILLINOIS INC 4081 N PERRYVILLE ROAD LOVES PARK IL 61111 362656769 INDUSTRY ASSOCIATION IL 501(C)(6) NOT APPLICABLE NOT APPLICABLE 0 SHEET METAL WORKERS' LOCAL 219 RETIREMENT SAVINGS FUND 3316 PUBLISHERS DR ROCKFORD IL 61109 954871432 RETIREMENT PLAN IL 501(A) NOT APPLICABLE NOT APPLICABLE 0 NORTHERN ILL UNIV CONTRIBUTING EMPLOYER 0 SMART LU 219 SMANCA OF NIL LBR MGMT COMM TRUST FUND 3316 PUBLISHERS DR ROCKFORD IL 61109 822197312 LABOR MANAGEMENT COMMITTEE IL 501(C)(5) NOT APPLICABLE NOT APPLICABLE 0 SMACNA N ILL AND SHEET METAL WORKERS L 219 TRAINING FUND 4081 N PERRYVILLE ROAD LOVES PARK IL 61111 362942015 APPRENTICE TRAINING IL 501(C)(5) NOT APPLICABLE NOT APPLICABLE 0 HELM MECHANICAL INC CONTRIBUTING EMPLOYER 0 MILLER ENGINEERING CONTRIBUTING EMPLOYER 0 STERLING COMMERCIAL ROOFING CONTRIBUTING EMPLOYER 0 LM SHEET METAL INC CONTRIBUTING EMPLOYER 0 LOESCHER HEATING & AC CONTRIBUTING EMPLOYER 0 DEKALB MECHANICAL CONTRIBUTING EMPLOYER 0 CROWN CORR INC CONTRIBUTING EMPLOYER 0 ROCKFORD HEATING & AC CONTRIBUTING EMPLOYER 0 COMPLETE MECHANICAL SOLUTIONS CONTRIBUTING EMPLOYER 0 TOTAL PLUMBING LTD CONTRIBUTING EMPLOYER 0 SHEET METAL CONNECTORS INC CONTRIBUTING EMPLOYER 0 CERONI MECHANICAL CONTRIBUTING EMPLOYER 0 GEOSTAR MECHANICAL INC CONTRIBUTING EMPLOYER 0 AREA MECHANICAL INC CONTRIBUTING EMPLOYER 0 CHICAGO PIPE & BOILER COVERING CONTRIBUTING EMPLOYER 0 MO-ST PLUMBING AND MECHANICAL CONTRIBUTING EMPLOYER 0 1 SOURCE MECHANICAL CONTRIBUTING EMPLOYER 0 NATIONS ROOF NORTH LLC CONTRIBUTING EMPLOYER 0 D & E SHEET METAL CONTRIBUTING EMPLOYER 0 ATLAS SHEET METAL LLC CONTRIBUTING EMPLOYER 0 EAST MOLINE SHEET METAL CONTRIBUTING EMPLOYER 0 COMFORT ZONE HEATING & COOLING CONTRIBUTING EMPLOYER 0 TRITON TESTING AND BALANCING CONTRIBUTING EMPLOYER 0 FREEPORT INDUSTRIAL CONTRIBUTING EMPLOYER 0 MASTER SHEET METAL CONTRIBUTING EMPLOYER 0 JOINER'S HVAC INC CONTRIBUTING EMPLOYER 0 HARTWIG PLUMBING AND HEATING CONTRIBUTING EMPLOYER 0 AUTOMATIC ENVIRONMENTAL CONTRIBUTING EMPLOYER 0 BALANCING SOLUTIONS CONTRIBUTING EMPLOYER 0 CHAMPION HVACR CONTRIBUTING EMPLOYER 0 MK INDUSTRIES INC CONTRIBUTING EMPLOYER 0 EWI HVAC CONTRIBUTING EMPLOYER 0 1901 INC CONTRIBUTING EMPLOYER 0 DISTINGUISHED SHEET METAL INC CONTRIBUTING EMPLOYER 0 HILLCREST HVAC AND REFRIGERATI CONTRIBUTING EMPLOYER 0 WILBURN HEATING AND AC CONTRIBUTING EMPLOYER 0 PREMIER HEATING AND AC CONTRIBUTING EMPLOYER 0 TRADESMEN SHEET METAL INC CONTRIBUTING EMPLOYER 0 MODERN COMPANIES CONTRIBUTING EMPLOYER 0 AIR TEMPERATURE SERVICES CONTRIBUTING EMPLOYER 0 ALBERT J WAGNER AND SONS LLC CONTRIBUTING EMPLOYER 0 ALL AMERICAN EXTERIORS CONTRIBUTING EMPLOYER 0 WHITED BROTHERS INC CONTRIBUTING EMPLOYER 0 TOP MECHANICAL INC CONTRIBUTING EMPLOYER 0 ATOMATIC MECHANICAL CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1